Heritage Global (HGBL) Long-Term Investments (2011 - 2026)
Heritage Global's (HGBL) quarterly Long-Term Investments came in at $1.2 million in Q2 2026, down 94.18% on a YoY basis from $21.3 million in Q2 2025, and down 93.63% quarter-over-quarter from $19.4 million in Q1 2026.
Analysis
Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends
Heritage Global (HGBL) has reported Long-Term Investments for 15 consecutive years, with $1.2 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments fell 94.18% year-over-year to $1.2 million; the trailing twelve-month figure through Jun 2026 stood at $1.2 million (down 94.18% YoY), and the FY2025 full-year result was $21.1 million, up 0.8% from the prior year.
- Long-Term Investments fell to $1.2 million in Q2 2026 per HGBL's latest filing, from $19.4 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $22.4 million in Q2 2024 and bottomed at $1.2 million in Q2 2026.
- Historically, Long-Term Investments has averaged $16.4 million across 5 years, with a median of $19.9 million in 2024.
- The sharpest annual moves came in 2022 and 2026: Long-Term Investments jumped 198.38% in 2022, then slumped 94.18% in 2026.
- Over 5 years, Long-Term Investments stood at $14.0 million in 2022, then surged by 52.87% to $21.4 million in 2023, then declined by 2.2% to $20.9 million in 2024, then advanced by 0.8% to $21.1 million in 2025, then plunged by 94.12% to $1.2 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $1.2 million, $19.4 million, and $21.1 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | W.W. Grainger | 59.65 Bn | 59.45 Bn | 1.98 Bn | - |
| 2 | Fastenal | 56.24 Bn | 56.03 Bn | 1.06 Bn | - |
| 3 | Ferguson Enterprises | 41.63 Bn | 40.81 Bn | 2.32 Bn | - |
| 4 | Reliance | 19.90 Bn | 19.67 Bn | 1.30 Bn | - |
| 5 | Wesco International | 16.76 Bn | 15.94 Bn | 1.46 Bn | - |
| 6 | Applied Industrial Technologies | 11.84 Bn | 11.72 Bn | 411.22 Mn | - |
| 7 | Watsco | 11.10 Bn | 11.11 Bn | 578.93 Mn | 193.90 Mn |
| 8 | Avantor | 10.50 Bn | 10.19 Bn | 537.00 Mn | - |
| 9 | Core & Main | 7.86 Bn | 7.62 Bn | 573.00 Mn | - |
| 10 | Heritage Global | 46.42 Mn | 33.24 Mn | 9.46 Mn | 1.24 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.24 Mn |
| Mar 31, 2026 | 19.44 Mn |
| Dec 31, 2025 | 21.06 Mn |
| Sep 30, 2025 | 21.33 Mn |
| Jun 30, 2025 | 21.28 Mn |
| Mar 31, 2025 | 21.69 Mn |
| Dec 31, 2024 | 20.89 Mn |
| Sep 30, 2024 | 21.45 Mn |
| Jun 30, 2024 | 22.38 Mn |
| Mar 31, 2024 | 20.27 Mn |
| Dec 31, 2023 | 21.36 Mn |
| Sep 30, 2023 | 16.13 Mn |
| Jun 30, 2023 | 15.78 Mn |
| Mar 31, 2023 | 13.33 Mn |
| Dec 31, 2022 | 13.97 Mn |
| Sep 30, 2022 | 8.50 Mn |
| Jun 30, 2022 | 8.24 Mn |
| Mar 31, 2022 | 6.54 Mn |
| Dec 31, 2021 | 4.68 Mn |
| Sep 30, 2021 | 3.33 Mn |